Morton Capital Management’s Bank of America BAC Stock Holding History

Morton Capital Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$382K	Buy	6,708 +300	+5%	+$16K	0.05%	96
2026 Q1	$312K	Sell	6,408 -5,018	-44%	-$259K	0.05%	97
2025 Q4	$628K	Sell	11,426 -11	-0.1%	-$581	0.1%	61
2025 Q3	$590K	Sell	11,437 -79	-0.7%	-$3.85K	0.1%	65
2025 Q2	$545K	Sell	11,516 -200	-2%	-$8.41K	0.1%	69
2025 Q1	$489K	Sell	11,716 -691	-6%	-$30.8K	0.09%	69
2024 Q4	$545K	Buy	12,407 +10	+0.1%	+$440	0.1%	67
2024 Q3	$492K	Buy	12,397 +2,360	+24%	+$94.6K	0.1%	68
2024 Q2	$399K	Hold	10,037	–	–	0.09%	67
2024 Q1	$381K	Sell	10,037 -591	-6%	-$20.3K	0.1%	69
2023 Q4	$358K	Buy	10,628 +341	+3%	+$9.93K	0.11%	70
2023 Q3	$282K	Hold	10,287	–	–	0.1%	73
2023 Q2	$295K	Hold	10,287	–	–	0.1%	72
2023 Q1	$294K	Hold	10,287	–	–	0.1%	71
2022 Q4	$341K	Hold	10,287	–	–	0.13%	63
2022 Q3	$311K	Hold	10,287	–	–	0.14%	63
2022 Q2	$320K	Sell	10,287 -158	-2%	-$5.69K	0.14%	64
2022 Q1	$431K	Sell	10,445 -157	-1%	-$7.08K	0.18%	52
2021 Q4	$472K	Buy	+10,602	New	+$483K	0.19%	53

Other funds holding BAC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Capital Management's BAC Position: Q2 2026 in Review

Morton Capital Management increased its Bank of America (BAC) stake by 4.7% in Q2 2026, buying an estimated $16K and bringing the position to 6,708 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #96.

Morton Capital Management first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $628K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Morton Capital Management held 6,708 shares of Bank of America worth $382K as of Q2 2026.
Morton Capital Management bought 300 Bank of America shares in Q2 2026, an estimated $16K.
Bank of America made up 0.05% of Morton Capital Management's portfolio in Q2 2026, its #96 holding.
Morton Capital Management first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Bank of America position peaked at $628K in Q4 2025.
1,060 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.